Estate Planning Attorneys in Calvert County, MD

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List of Firms

Top Calvert County, MD Estate Planning Law Firms

Davis, Upton & Palumbo, LLC
4 out of 5
Location 132 Main St, Prince Frederick, MD 20678, USA
Phone (410) 535-1780
Language http://www.davisupton.com/
Directions
Ferrante & Dill, LLC
5 out of 5
Location 141 Main St #200, Prince Frederick, MD 20678, USA
Phone (410) 535-6100
Language http://www.fdhlegal.com/
Directions
Axley Law, P.A.
5 out of 5
Location 170 Main St, Prince Frederick, MD 20678, USA
Phone (410) 535-9600
Language http://www.axleylawfirm.com/
Directions
Lafayette Law Office LLC
4 out of 5
Location 22 Duke St, Prince Frederick, MD 20678, USA
Phone (410) 535-0585
Language http://www.lafayettelaw.net/
Directions
Lloyd Richard D
5 out of 5
Location 89 Duke St, Prince Frederick, MD 20678, USA
Phone (410) 535-9200
Language http://www.rdlloydlaw.com/
Directions
Haskell & Zimmerman
4 out of 5
Location 268 Merrimac Ct #4133, Prince Frederick, MD 20678, USA
Phone (240) 687-0179
Language https://www.haskellandzimmerman.com/
Directions
The James D Ealley Law Firm
5 out of 5
Location 135 W Dares Beach Rd, Prince Frederick, MD 20678, USA
Phone (410) 535-2200
Language https://jdelawfirm.com/
Directions
Piereck Law, LLC
5 out of 5
Location 65 Duke St #204, Prince Frederick, MD 20678, USA
Phone (443) 684-2165
Language http://www.pierecklaw.com/
Directions
Estate Planning Lawyers in Calvert County, MD

Where Estate Planners in Calvert County, MD Serve

Calvert County, located in southern Maryland, is a picturesque area known for its natural beauty and rich history. From the Chesapeake Bay to the Patuxent River, the county boasts stunning water views that attract visitors and residents alike. Some of the most notable landmarks in Calvert County include the Jefferson Patterson Park and Museum, which features archaeological exhibits and outdoor trails, and the Calvert Marine Museum, which showcases the area's maritime history. In terms of employment, Calvert County is home to several major employers, including the Calvert County Public Schools, Calvert Memorial Hospital, and Dominion Cove Point LNG. These organizations provide a range of job opportunities for residents, from healthcare and education to energy and technology. The county is also well-connected by major highways and streets, including Route 4, Route 2/4, and Route 231. These roads provide easy access to neighboring areas and major cities like Washington, D.C. and Baltimore.

Financial Services Related to Estate Planning in Calvert County, MD

Banks and Credit Unions

Residents of Calvert County, MD can benefit from a bank in many ways, including access to financial services, loans, and investment opportunities. Specifically, Calvert County is a growing community with a strong focus on small businesses and agriculture. A bank can provide small business owners with the necessary funding to start or expand their operations, while also offering agricultural loans to farmers in the area. Additionally, residents can take advantage of online banking services, allowing them to manage their finances from the comfort of their homes. With a bank's support, residents of Calvert County can achieve their financial goals and contribute to the continued growth and development of the community.

Insurance Broker

Residents of Calvert County, MD could benefit greatly from the expertise of an insurance broker. With the county's close proximity to the Chesapeake Bay, many residents own boats and may require specialized insurance coverage. An insurance broker can help navigate the complexities of marine insurance policies and ensure that residents have adequate coverage for their watercraft. Additionally, with Calvert County being a popular destination for retirees, an insurance broker can assist in finding the best health insurance options for those on a fixed income. Overall, an insurance broker can provide valuable guidance and support to Calvert County residents in navigating the often confusing world of insurance.

Retirement Planning

Residents of Calvert County, MD could greatly benefit from the services of a retirement planner. With a population of over 90,000 people, many of whom are approaching retirement age, a retirement planner can help individuals navigate the complex world of retirement planning and ensure that they are on track to meet their financial goals. In particular, residents of Calvert County may face unique challenges related to the high cost of living in the area, as well as the impact of natural disasters like hurricanes and flooding on their financial stability. A skilled retirement planner can help residents of Calvert County develop a personalized financial plan that takes into account their unique circumstances and helps them achieve a secure and comfortable retirement.

Wealth Management

Residents of Calvert County, MD can benefit greatly from the services of a wealth manager. With a median household income of $100,000, many families in the area are looking for ways to manage their finances and plan for the future. A wealth manager can provide guidance on investment strategies, retirement planning, and estate planning. Additionally, with the county's proximity to Washington D.C., residents may have unique financial needs related to government employment or contracting. A wealth manager can help navigate these complexities and provide tailored advice to meet individual financial goals. Overall, a wealth manager can offer peace of mind and help residents of Calvert County, MD achieve financial stability and security.

Financial Advisor

Residents of Calvert County, MD can benefit greatly from the expertise of a financial advisor. With its proximity to Washington D.C., many residents of Calvert County work for the federal government or government contractors, which can come with unique financial considerations such as security clearances and retirement plans. A financial advisor can provide guidance on navigating these complexities and help individuals make informed decisions about their finances. Additionally, Calvert County has a growing population of retirees, who may need assistance with managing their retirement savings and planning for long-term care. A financial advisor can provide valuable insight and support in these areas, helping residents of Calvert County achieve financial stability and peace of mind.

Mortgage Loan Officer

Residents of Calvert County, MD would greatly benefit from the services of a mortgage loan officer. These professionals can assist with the process of obtaining a mortgage, whether it be for a first-time homebuyer or someone looking to refinance. They can provide guidance on the best loan options available and help navigate the complex application process. One specific benefit for residents of Calvert County is the availability of USDA loans, which are designed to help low-to-moderate income families purchase homes in rural areas. With a mortgage loan officer's expertise, residents can feel confident in their ability to secure the financing they need to achieve their dream of homeownership.

Tax Services

Residents of Calvert County, MD can benefit greatly from the expertise of a tax advisor in various ways. For example, a tax advisor can assist residents in navigating the complex tax laws and regulations specific to Calvert County, such as local property tax rates and state income tax laws. Additionally, a tax advisor can provide guidance on tax planning strategies, helping residents to minimize their tax liability and maximize their deductions. With the help of a tax advisor, residents can also ensure that they are in compliance with all tax laws and regulations, avoiding costly penalties and fines. Overall, a tax advisor can provide invaluable support to residents of Calvert County, MD by helping them to navigate the intricacies of the tax system and make informed decisions about their finances.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Calvert County, MD can provide a range of services to ensure that your assets are distributed according to your wishes after you pass away. This may include creating a will, establishing trusts, and designating beneficiaries for your retirement accounts and life insurance policies. In addition, a Calvert County estate planning lawyer can assist with more complex matters such as business succession planning and minimizing estate taxes. With its scenic waterfront communities and historic landmarks, Calvert County, MD has a unique blend of rural charm and modern amenities that make it a popular destination for retirees and families alike. As such, an estate planning lawyer in Calvert County must be well-versed in the nuances of local property and tax laws to provide comprehensive and effective planning services to clients.

Calvert County, MD is the perfect place to find an estate planning lawyer due to its exceptional legal services and unique geographical location. Situated in the heart of the Chesapeake Bay, Calvert County offers a serene and picturesque environment that fosters a sense of tranquility and peace. This setting is particularly important when dealing with the complexities of estate planning, which can be overwhelming and emotionally taxing. Moreover, Calvert County boasts a wealth of experienced and knowledgeable estate planning lawyers who are well-versed in the laws and regulations of Maryland. These lawyers are adept at crafting customized estate plans that cater to the unique needs and preferences of their clients. With their expertise and dedication, Calvert County estate planning lawyers provide invaluable guidance and support to individuals and families as they navigate the intricacies of estate planning. Therefore, for anyone seeking the best estate planning lawyer, Calvert County, MD is the ultimate destination.